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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,469 | $99,053-91.4% | $88,179-90.4% | $138,895-93.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.99% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,085 | $2,882-62.4% | $2,549-57.5% | $4,194-74.1% |
| Participant deferral / active EE | $3,121 | $5,225-40.3% | $4,614-32.4% | $6,396-51.2% |
| Admin fee / account holder | $1,647 | $8,748-81.2% | $7,673-78.5% | $12,562-86.9% |